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8134 New Lagrange Road, Suite 202, Louisville, KY 40222

502-716-6670
tom.smith@lpl.com
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WORRY LESS. LIVE MORE.



We develop customized planning and portfolio strategies with a focus on
volatility control. We aim to help you sustain your ideal lifestyle, now and for
life.

You can't control performance. You can manage risk.

Book an Appointment


WE ARE DEDICATED TO PROVIDING INVESTMENT MANAGEMENT AND STRATEGIC WEALTH
PLANNING THAT IS RIGHT FOR YOU!

Wealthline Financial Advisors was created with a singular mission: to provide
professional advice that clients can rely on in all market conditions. With over
80 years combined experience, we seek to help our clients invest, grow and
distribute their wealth through comprehensive financial advice. We strive to
empower you to live the life you have always imagined.




Learn More


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SERVICES FOR EVERY STAGE OF YOUR FINANCIAL JOURNEY



Our priority is taking care of you and your family and aiming to provide
services for every stage of your financial journey. We help our clients in many
areas including, investment management, financial planning and estate planning
strategies. Long-term relationships and honest communication have been the
cornerstone of our foundation of success. We seek to help you simplify your
financial life so you can just enjoy the journey. Why go it alone?

Learn More


INVESTMENT MANAGEMENT

As an independent firm, we are not obligated to recommend propriety products.
Acting in a fiduciary capacity, the advisor is legally required to place the
clients interest first. Whether our clients are looking to grow their assets,
create retirement income or preserve their wealth, we offer an investment
advisory program to fit their needs. We also have access to LPL Financial, which
houses one of the largest independent research teams in the industry. Without
clear direction, the journey can seem overwhelming, but with guidance from us,
we seek to help simplify the complicated

Learn more


OUR CLIENTS



Helping investors from every background


RETIREES & PRE-RETIREES


RETIREES & PRE-RETIREES

Planning for Your Retirement

Learn more


SMALL BUSINESS OWNERS


SMALL BUSINESS OWNERS

Supporting small businesses

Learn more


WORKING PROFESSIONALS


WORKING PROFESSIONALS

Make your money work for you

Learn more


WOMEN


WOMEN

Understanding your unique needs

Learn more


SCHEDULE A CONSULTATION

Request an Appointment

If you believe you could benefit from working with a financial professional,
let’s talk. We’ll work together to see how we can best serve you.

Request an Appointment


WHAT WE DO



When was the last time you sat down and had a practical conversation about your
investments? If it’s been a while, it may be time to consult with a experienced
ally.

Our team is comprised of industry professionals with decades of combined
experience. Whether you’re an early investor or a seasoned wealth-builder,
clients from all walks have come to rely on our team.


RETIREMENT

Your most important financial milestone

Learn more


WEALTH MANAGEMENT

Portfolio construction and risk management

Learn more


PEAK-CAREER

Wealth-building strategies for professionals

Learn more


ESTATE STRATEGY

Strategies for every phase of life

Learn more


OUR THREE STEP PROCESS



STEP


1


ASSESS

The more we know about you, your finances, and your goals, the better we can
strategize.

STEP


2


CONSTRUCT

We’ll map out a financial strategy based on your goals, time horizon, and risk
tolerance.

STEP


3


MONITOR

Life changes? Market volatility? We’ll keep your financial blueprint on track
every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.


SCHEDULE A FREE CONSULTATION



We’d love to learn more about you and your financial goals. Our form is the best
way to schedule an introductory call.

Name
Email
Address
Phone
Question
Submit
Thank you!
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LOUISVILLE OFFICE

8134 New LaGrange Road Suite 202

Louisville KY 40222

Phone 502-716-6670


MOREHEAD OFFICE

749 W. 1st Street

Morehead KY 40351

Phone 606-780-7283

CONTACT

Office: 502-716-6670

Office: 606-780-7283

8134 New Lagrange Road

Suite 202

Louisville, KY 40222

tom.smith@lpl.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and Advisory services offered through LPL Financial, a Registered
Investment Advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss
and/or transact securities business only with residents of the following states:
AL, CA, FL, IN, KY, MS, NC, OH, PA, SC, TN, & WV.